See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $102,608 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,425 | $56,152+413.7% | $185,823+55.2% | $73,409+292.9% |
| Participation rate | 72.9% | 67.6%+5.4pp | 78.0%-5.1pp | 72.2%+0.7pp |
| Annual return | 17.32% | 17.59%-0.3pp | 35.95%-18.6pp | 59.29%-42.0pp |
| Employer contribution / active EE | $9,014 | $1,532+488.5% | $4,087+120.5% | $2,234+303.6% |
| Participant deferral / active EE | $8,746 | $3,659+139.0% | $5,632+55.3% | $3,805+129.8% |
| Admin fee / account holder | $215 | $132+62.6% | $9,500-97.7% | $158+36.0% |